HomeAbout GFOA-CTMembershipResourcesSite MapContactMembers Only
Training and Certification Programs
Tell Us About a Position
California Sample Documents


Position: Fiscal Assistant II
Municipality:Town of Ledyard
Close Date:7/28/2022





Nature of Work:


Provides support in the areas of financial and clerical administration within the Department of Finance, and assistance to the Town Treasurer and the Human Resources Director including payroll and benefits administration.  Creates and enters complex financial information into the Town’s financial and payroll programs. Performs a variety of routine technical office work to assist both departments.  Work involves the exercise of independent judgement and initiative in accordance with the Town’s administrative and financial policies and procedures. Work is performed under the supervision of the Finance Director. The position involves a high degree of independent judgement, initiative, accuracy, and confidentiality.


Supervision Received: 


Receives overall supervision from the Director of Finance.  Additional work assignments from the Treasurer and Director of Human Resources.


Supervision Exercised:  


Not applicable.


Essential Job Functions:


Codes and records all Treasurer deposit information into the Town’s financial system. Records cash transfer journal entries in the financial system.


Prepares accounts receivable billings monthly for services provided by Town and follows up on delinquent receivables.


Reconciles all General Ledger cash accounts with the Town’s sixteen bank account statements monthly and creates journal entries for the recording of interest and necessary adjustments.


Records the Town’s pension fund activity monthly.


Assists the Human Resources Director in scheduling interviews and conducting orientation for new employees.


Sets up new employees, deductions, and employee job salary screens in the Munis system.


Starts payroll process, reviews salaries and deductions when processed, and resolves payroll errors.


Maintains digital and paper employee records with total confidentiality.


Maintains all bid and procurement files and records.  Assists in bid openings, inputs bid results, and scans all bid packets. Sends notifications to bidders.


Prepares accounts payable checks for mailing in a timely manner.


Maintains an accurate and up-to-date file of the Town’s vehicle titles.


Prepares reports, spreadsheets, and correspondence at the direction of the Finance Director. 


Processes accounts payable check runs when the primary accounts payable clerk is absent. Duties consist of preparing invoices for payment, invoice entry, processing payables reports, and

processing checks.


Assists staff members with financial system (Munis) questions.


Provides financial information as requested by auditors.



*****  The duties listed above are intended only as illustrations of the various types of work that may be performed.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position*****



Other Job Functions: 


Performs other related work as may be assigned. 


Qualifications Profile:


Knowledge, Skills and Ability


Organizational skills, ability to meet deadlines.


Interpersonal and telephone skills necessary for work with Town employees, residents, and vendors.

Skill in the use of a personal computer and other office equipment.


Knowledge of business English, grammar, punctuation and arithmetic and the ability to organize and express thoughts and ideas through written and oral communication.


Ability to acquire the knowledge of State and Town statutes, ordinances, resolutions, rules, regulations, and policies of the Town of Ledyard during a reasonable period of training.


Knowledge of advanced data processing technology, operations, systems, modern office procedures, and office equipment.  Ability to use a computer terminal or personal computer for word processing, data base or spreadsheet applications and the ability to type with speed and accuracy.


Knowledge of modern office practices and procedures including the operation and care of standard office equipment.


Ability to follow both written and oral instructions.


Ability to prepare accurate and effective correspondence.


Ability to handle multiple tasks simultaneously and work with interruptions.


Ability to maintain financial records and prepare accurate reports.


Ability to adapt to new or improved methods.


Ability to exercise mature judgment, maintain confidentiality, and make responsible decisions in accordance with established policies and procedures.


Ability to maintain record keeping systems.


Ability to perform mathematical calculations quickly and accurately.


Ability to adjust quickly to changing priorities in a sometimes stressful environment.


Ability to establish and maintain effective and courteous working relationships with public officials, co-workers, residents, members of the general public, other agencies, and to effectively and discreetly convey information.


Ability to ensure the confidentiality and protect the integrity of the Town of Ledyard.


Experience and Training


Associates Degree in Accounting or closely related field, and a minimum of three years’ experience or graduation from high school or GED equivalent plus four (4) years of municipal accounting or finance work.


Experience with accounting/bookkeeping, data entry, and spreadsheet applications


Experience and a high level of confidence with computer programs including Windows and Microsoft Office Suite.


An equivalent combination of experience and training that provides the knowledge, skills and ability for the position.


Additional Requirements

Means of transportation.                                                                                                          Means of contact.                                                                                                                        Physical and/or psychological examinations as may be required during employment.            Drug screening both pre-employment and as may be required during employment.     Criminal background and driving record checks are required prior to employment.


Physical Demands:


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is frequently required to speak and hear; walk; sit; stand; bend; stoop; kneel; use hands and fingers to handle, feel or operate objects, tools or controls; reach with hands and arms; use wrists for repetitive motion.  The employee must occasionally lift and/or move up to 20 pounds.  Specific vision abilities required by the job include close vision and the ability to adjust focus.  Hand/eye coordination necessary to operate computer and various pieces of office equipment.


The employee must be free from mental and/or physical disorders which would interfere with the performance of duties as described, and have the ability to maintain his/her composure with the public and co-workers in every day stressful and emergency situations.  Employee may occasionally function in situations where subjected to aggressive verbal behavior.


License or Certificate: 


Must have a valid Driver’s License.


****    This job description does not constitute an employment agreement or contract between the employer and the employee and is subject to change by the employer as the needs of the employer and requirements of the job change.*****

We are an Equal Opportunity Employer.

Return to the main Employment page.
Top of Page
Designed/Developed by WebSolutions